HubSpot for university research and knowledge-exchange offices

Close the partner-relationship, funding-pipeline, and enquiry-routing gaps.

Three research-office questions HubSpot answers

Why does each industry partnership live with the academic who started it, lost to the office when they take sabbatical or leave?

Why does the research-funding pipeline — bids in flight, deadlines, decisions — live in spreadsheets no two teams share?

Why does an industry enquiry about a research capability bounce between departments and go cold before it reaches the right group?

Why do partnerships leave with the academic?

Industry partners, collaborators, and funders sit on shared records with the projects, contracts, and contacts behind them, so a relationship belongs to the office, not one academic's inbox.
When a researcher takes sabbatical or leaves, the partnership and its history stay, so the next conversation opens from context rather than cold.
The institution's external network becomes an asset that compounds across funding cycles instead of resetting with every staffing change.

Why do partnerships leave with the academic?

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Why is the funding pipeline scattered?

Bids and live projects sit in one pipeline with funder, value, deadline, and stage, so the office sees its whole research portfolio rather than a set of private spreadsheets.
Deadlines and reporting milestones trigger reminders against the project, so a renewal or interim report is never missed because it lived in one calendar.
Leadership answers what is in the pipeline and what is at risk from one view, not by emailing every principal investigator in turn.

Why is the funding pipeline scattered?

Why does an industry enquiry go cold?

An enquiry about a research capability routes to the right group on the criteria the office sets, so it reaches the people who can answer it while interest is live.
The enquiry and its history sit on a record everyone with an interest can see, so it never falls between departments unanswered.
Knowledge exchange becomes a managed funnel of real opportunities rather than enquiries that quietly expire in a general inbox.

Why does an industry enquiry go cold?

Name Dublin City University

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FAQs

How long does a HubSpot implementation take for a research office?

An implementation runs ten to fourteen weeks. Weeks one to four migrate partner, project, and funding data and build the partner and pipeline architecture. Weeks five to nine cover the funding pipeline, enquiry routing, and integration with institutional and finance systems. Weeks ten to fourteen train the research, partnerships, and KE staff.

Can HubSpot model the relationship between partners, projects, and funding bids?

Yes. Partners and funders are objects linked to the projects and bids they relate to, with relationships and history persisting across staff changes. Reporting milestones are tracked as data. PYB has built partner-and-project architectures for offices whose work depends on long-running external relationships.

How does HubSpot handle research funding, contracts, and integration with our systems?

Funding bids, milestones, and contract terms are held as structured data with automated reminders, and the office's systems sync through Operations Hub and custom integration. PYB builds the pipeline, reminders, and integration that keep a research portfolio organised and reportable.

What HubSpot products does a research office typically need?

Sales Hub Professional for the funding and partnership pipeline, Marketing Hub Professional for partner and KE communications, Operations Hub for institutional-system integration, and Custom Objects (Enterprise tier) to model partners, projects, and funding.

Does HubSpot meet the security and data-handling requirements of a research office?

HubSpot is SOC 2 Type II certified and ISO 27001 compliant, meeting the standards expected for partner and research data under UK GDPR. PYB is independently ISO 27001 and ISO 9001 certified, and our migration practice carries the HubSpot Data Migration Accreditation.

Talk to PYB about HubSpot for your research office.

A 15-minute call to walk through how partner relationships, the funding pipeline, and industry enquiries could connect and what closing the gaps looks like. No prep, no pitch deck.

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